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Date Validation
I am able to limit date entry to only current month and greater but I need to allow an entry of last month date upto seven days of the current month. Ultimately I want to limit the date entry into a cell to only allow a past months date seven days after the current month. I would like to use Validation for this.
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Setting Alerts on multiple fields with dates to remind me to re-run the check in either 1 year, 3 ye
I have an HR onboarding master checklist that shows the dates certain forms were signed and the dates certain background checks were conduced. I need to set alerts to let me know when a check (which will have a date in the field) needs to be re-run. In some cases, the time frame is annually, but in other cases its every 3…
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How do I change a user's login name
What is the correct process for changing a user's login name after they have a name change (marriage, incorrect spelling when created, etc) I see I can change the first name / last name, but I'm not able to find out how to change the login / email address.
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Client Invoicing
Hi, I just signed up to the trial of Smartsheet today, so I'm very new to all of this. I'm wondering if we can use this for client invoicing. As a start, I have set up a sheet that lists employees, which includes a "Client" column to whom their time should be billed. For each employee, I have set up a separate time sheet…
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Ruler - alignment tool
We are only 6 months into our Smartsheet journey and thus often tinkering and creating new reports, it would be really handy to have a ruler at the top in order to align fields/columns in reports. I have marked where a ruler could sit with highlighter yellow below. Does anyone else recognise the need or have an alternative…
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Can I use a button instead of a link?
Our training department uses a smartsheet embedded in the intranet for its training calendar. Click on a class and the description pops up with a link to the registration page. I'd love to replace that link with a SIGN UP or REGISTER button. Is that possible? (I'm brand new to Smartsheet, by the way.) Thanks! /shel
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Formula for calculating years accurately
We need a formula for calculating years accurately when we compare a date with the date today – some examples would be: * Age in years: Today() - date of birth, currently we use: =(TODAY() – DOB1) / 365.25 but it doesn’t always give the correct answer. The 365.25 is days in a year allowing for leap years, or * Length of…
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Human Resources Time Off Requests with Functionality
Hi, I found 2 templates on smartsheets for time off, but neither work, and I have attempted to customize to my needs and I am not able to figure it out. First I want a form that employees can submit their leave, Second create a workflow for approval, and Third be able to tally the balances automatically to the appropriate…
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Date selector on Sight - going back to past snapshot
Hi Smartsheet Community I checked a couple of posts but couldn't really find an answer, here we go: Sights are technically always showing real-time status. As I need to submit monthly updates to our leadership team and we want to track status trends, is there a way to re-visualize a past view of a dashboard? Or is the only…
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Submitting Product Enhancement Requests
I understand that by submitting a "Product Enhancement Request" it doesn't mean it will be actioned and even if it is, will materialize in the immediate future. I think that rather than it them seemingly disappear down a 'black hole' a published list and the status of requests would be useful.